The following resources were developed by the Charity Central project team. The audiences for the resources are small, medium and large charities; staff, board members and volunteers involved with charities; and professionals and educational agencies that support the charitable sector. These resources were created to further assist registered charities and compliment the books and records learning modules and FAQs.
Books and Records Length of Retention
This Fast Facts provides an overview of the general requirements around the length of retention for certain types of records for registered charities.
Financial Information Kit
The purpose of this kit is to provide basic information on keeping financial records to facilitate compliance by registered charities with the requirements of the Canada Revenue Agency. The kit contains: FAQs: Financial Reporting and Registered Charities and Six Tipsheets • Choosing a Professional Accountant • Setting Up a Chart of Accounts for a Small Organization • Setting Up Financial Books and Records • Financial and Other Information Needed to Complete the Registered Charity Information Return (T3010) • Getting Ready for an External Audit – What Can You Prepare? • Other Tips on Working with your Auditor – Common Issues During an Audit
Road to Accountability Handbook
This handbook introduces the concept of accountability, shares some good accountability and transparency practices and suggests a pathway for charities to learn more about how to be accountable.
Road to Accountability Handbook – Large Print
This handbook introduces the concept of accountability, shares some good accountability and transparency practices and suggests a pathway for charities to learn more about how to be accountable.
Road to Accountability Self-Diagnostics Pack
The purpose of this pack is to assist small and mid-size registered charities and non-profit organizations in assessing their accountability and transparency practices and in planning their further learning.
Road to Accountability Self-Diagnostics Pack – Large Print
The purpose of this pack is to assist small and mid-size registered charities and non-profit organizations in assessing their accountability and transparency practices and in planning their further learning.
Organizing Your Corporate Documents: Legal and Ethical Duties of Directors of Not-for-Profit Organizations
This workbook is designed to help members of the boards of incorporated not-for-profit organizations in Alberta understand the legal world in which they operate. Developed by the Legal Studies Program of the Faculty of Extension, University of Alberta with funding from The Muttart Foundation. The publication is free and is available for download in PDF format.
Understanding Your Corporate Documents
This workbook is designed to help members of the boards of incorporated not-for-profit organizations in Alberta understand the legal world in which they operate. It is the companion to the workbook Organizing Your Corporate Documents.
Accounting Matters
Podcast Transcript: Transcript of Podcast
Administrative Calendar – Fillable PDF Document
A tool to keep track of accountability and transparency practices.
Employee or Independent Contractor?
Think your workforce is made of of independent contractors and not employees? The Employment Insurance Act and the Canada Pension Plan provides for some adverse consequences if you are wrong.
We’re Calling to Set up a Time to do an Audit
The Charities Directorate of the Canada Revenue Agency (CRA) has many responsibilities toward charities. One that creates a chilly wind for most charities is the telephone call saying that CRA wants to do an audit. This column reviews some of the issues relating to audits of charities by CRA.
Charity Salaries in Perspective
A thoughtful look at salaries, compensation, and retirement benefits of employees of registered charities. LawNow Volume 34, Issue 3 (January/February 2010)